Morningstar

MFS Low Volatility Equity Fund Class R4 MLVRX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $19.19  /  +0.21 %
  • Fund Size $312.6M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.87%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis MLVRX

Will MLVRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MLVRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MLVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Low Volatility Equity R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MLVRX

More MLVRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.85 12M
Technology

Valero Energy Corp

3.34 11M
Energy

Johnson & Johnson

3.07 10M
Healthcare

Alphabet Inc Class A

2.97 9M
Communication Services

McKesson Corp

2.90 9M
Healthcare

Monster Beverage Corp

2.77 9M
Consumer Defensive

Teledyne Technologies Inc

2.76 9M
Technology

Apple Inc

2.75 9M
Technology

Merck & Co Inc

2.70 9M
Healthcare

Microsoft Corp

2.65 8M
Technology

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